ActionCSPFT

Creates one or more Success Plans from a template, copying the full child hierarchy of Objectives, Playbooks, Tasks, and Skills. Child records are populated asynchronously unless Is Asynchronous Process is set to false (recommended setting for agents).

Property	Value
Label	Create Success Plan from Template
Category	Success Management
Since	May 2023
Read-only	No
Supports Agents	Yes
Supports Flows	Yes
Async Action	Yes
Keywords	—

Request Parameters

Field	Type	Label	Description	Required
`TemplateSuccessPlanId`	`Id`	Template Success Plan ID	The template success plan ID used as a template to create a new success plan.	Yes
`SuccessPlanName`	`String`	Success Plan Name	Name for the new Success Plan.	Yes
`IsTemplate`	`Boolean`	Is Template	Indicates if the cloned success plan is a template.	Yes
`SuccessPlanOwner`	`Id`	Success Plan Owner	The success plan owner.	No
`AccountId`	`Id`	Account ID	The account ID.	No
`Status`	`String`	Status	The success plan status.	No
`EffectiveDate`	`Date`	Effective Date	The date the success plan is effective from.	No
`LastBusinessReview`	`Date`	Last Business Review	The date of the last business review for the account that relates to the success plan.	No
`NextBusinessReview`	`Date`	Next Business Review	The date of the next business review for the account that relates to the success plan.	No
`Summary`	`String`	Summary	A summary of the cloned success plan.	No
`ChallengesAndRisks`	`String`	Challenges and Risks	A summary of the challenges and risks identified in the cloned success plan.	No
`EstimatedHours`	`Double`	Estimated Hours	The estimated time in hours for this success plan.	No
`CopySkillsFromPlaybook`	`Boolean`	Copy CS Skills From Playbook	When true, CS Skills are copied from the template Playbooks to the new Playbooks.	No
`CopySkillsFromSuccessPlan`	`Boolean`	Copy CS Skills From Success Plan	When true, CS Skills are copied from the template Success Plan to the new Success Plan.	No
`IsAsynchronousProcess`	`Boolean`	Is Asynchronous Process	When false, child records are created in the same transaction. Defaults to true (asynchronous).	No

Response Parameters

Field	Type	Label	Description	Required
`IsSuccess`	`Boolean`	Is Success	True if the Success Plan was successfully created.	No
`NewSuccessPlanId`	`Id`	New Success Plan ID	ID of the newly created Success Plan.	No
`QueuedJobId`	`Id`	Queued Job ID	The CreateSuccessPlanFromTemplateService may spawn a Queueable to complete the work in a later transaction. When that happens, this is the ID of the AsyncApexJob that controls work. The record can be queried to monitor its status.	No
`ErrorString`	`String`	Error	Stores exception messages that occur when executing methods from CreateSuccessPlanFromTemplateService.	No